Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Elliott is a registered investment advisor representative with Hood River Capital Management LLC. Shawn is licensed in 53 states, and has been in the industry since 2015. Shawn has a Series 63, Series 65, Series 7TO, and SIE licenses. Shawn's current employment is with Hood River Capital Management LLC. Shawn also has experience with Mar Vista Investment Partners, LLC, Mercer, Pavilion Advisory Group, Jeffrey Slocum & Associates, and University of St. Thomas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Collective investment trust
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
05/27/2022 - Present
Hood River Capital Management LLC (PALM BEACH GARDENS FL)
IA
Issued 05/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Shawn Elliott is the right advisor for you? Invested Better is here to help.
